Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Edmund Burke is a financial advisor at Valiance Group with 11 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is an independent, state-registered investment adviser that provides portfolio management and ERISA-compliant retirement plan consulting to individuals, families, and businesses. The firm develops customized portfolios and participant education materials, using an analytics module and third-party sub-managers to manage allocations primarily on a non-discretionary basis.

Marc Mc Lean is a CFP® professional with 15 years of industry experience. He is the president of McLean Financial Planning and Investment Management and McLean Strategic Investments, and he also develops and licenses software technology through ESD Technologies. His career includes over a decade at McLean Financial Planning and Investment Management and ongoing work at ESD Technologies since 1997. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering customized financial planning and investment management. The firm uses both fundamental and technical analysis with a focus on U.S. securities and manages accounts primarily on a discretionary basis, including options strategies and in-house asset management.

Michael Miller is a financial advisor at Michael G. Miller & Associates, L.L.C. in Willoughby, Ohio, with 45 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes long tenures at Signator Investors, Inc., Royal Alliance Associates, Inc., and OSAIC Wealth, Inc. Michael G. Miller & Associates, LLC provides investment advisory and financial planning services to individuals and entities such as pension and profit-sharing plans, trusts, and estates. The firm emphasizes a planning-centered process with tailored recommendations and ongoing review, relying on technical analysis and third-party research rather than discretionary asset management.

John Forbes is a Series 65-licensed advisor with 24 years of experience, currently serving at DFFA, LLC since 2012. He is also a partner at HW&Co., a CPA firm, where he works outside the investment advisory business. DFFA, LLC acts as a co-advisor alongside a separate SEC-registered investment adviser, providing wealth management support, financial planning, trust-focused services, and retirement plan consulting. The firm emphasizes coordination of investment and planning services, including account aggregation, household allocation, and oversight of independent managers, with a notable focus on ERISA-aware retirement plan consulting and integration with affiliated accounting and legal professionals.

Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.

Scott Marn is a financial advisor with TimeWealth Advisors Inc. in Mentor, Ohio, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 14 years at Benjamin F Edwards and more recent roles at LPL Financial and TWAdvisors. Outside of his advisory work, Marn serves on the Mentor City Council. TimeWealth Advisors, Inc. serves individual and high-net-worth clients with discretionary portfolio management focused on fundamental analysis and long-term trading. The firm uses model allocations combined with personalized recommendations and operates under discretionary trading authority, requiring clients to use LPL Financial as custodian.

Anna Rathbun is a CFA charterholder and the sole advisor at Grenadilla Advisory LLC, with 10 years of industry experience. She previously worked at CBIZ Investment Advisory Services, Clearstead Advisors, and CBIZ Financial Solutions Inc. Grenadilla Advisory LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, using a range of investment strategies tailored to client objectives. The firm offers both asset-based and fixed-fee planning arrangements and incorporates artificial intelligence and machine-learning tools in its processes.

Michael Kostelnik is a financial advisor with Family Life Financial Planning in Mentor, OH, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Cetera Advisor Networks and Vantage Financial before joining his current firm in 2016. Kostelnik serves as a volunteer board member for Big Brothers Big Sisters of North East Ohio. Family Life Financial Planning primarily serves individual clients and also provides retirement plan consulting and institutional portfolio management. The firm offers investment advisory services using both third-party managers and tailored portfolios, guided by client investment policy statements, and conducts educational seminars and public speaking engagements.

Joseph Koster is a financial advisor at Sorfis Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Boyles Asset Management, LLC for five years before joining Sorfis in 2019. Outside of his advisory role, he is the editor of the Value Investing World Newsletter, compiling links and editing content. Sorfis Investments provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis, offering clients either a Diversified Strategy focused on ETFs, equities, and fixed income, or an Absolute Return Strategy that aims to outperform the S&P 500 with lower risk through valuation-based allocations.

Darren Brooks is a financial advisor with Rea Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Commonwealth Financial Network and Rea Wealth Management since 2006. Outside of his advisory role, he is president and owner of Great Lakes Waterfowler and serves as a trust protector for a trust. Rea Wealth Management is an SEC-registered, multi-advisor firm managing approximately $892 million for about 890 clients. The firm offers customized and model-based portfolio management, financial planning services, and employs a mix of equity and fixed-income strategies tailored to client objectives and risk tolerance.

Patrick Dulzer is a financial advisor with W&S Brokerage Services, Inc., holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has worked at Western and Southern Life since 2016 and has been with W&S Brokerage Services since 2010. Dulzer is also a full-time financial planner affiliated with Western Southern Life. W&S Brokerage Services, Inc. is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering a model-based, discretionary investment approach through its W&S Wealth Solutions wrap-fee asset allocation program. The firm serves individual clients, retirement and benefit plan accounts, and manages assets using a combination of proprietary and third-party funds with attention to tax sensitivity and portfolio rebalancing.

Kayla Stowe is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Lakeridge Wealth Management LLC and has previously worked at CETERA Advisor Networks LLC and Neece, Malec, Seifert & Vitaz, Inc. She serves as a board member of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education meeting topics. Lakeridge Wealth Management LLC is a multi-advisor SEC-registered firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, focusing on fundamentally driven portfolios with ETFs and mutual funds alongside other investment vehicles.

Travis Flandermeyer is a financial advisor at Lakeridge Wealth Management LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisor Networks LLC, Private Client Services, and Lakeridge Wealth Management. He is the founder of Doctor's Financial Resource, a wealth management practice serving medical professionals, and co-founder of Financial Solutions Planning and Investments. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients through a team of 12 advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on long-term, fundamentally driven portfolios that utilize ETFs, mutual funds, and a range of other investment vehicles.

Joseph Stanzi is a financial advisor at McDonald Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners LLC serves a diverse client base including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, with capabilities in both discretionary and non-discretionary portfolio management.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at AmTrust Financial and Cetera Advisor Networks LLC. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

James Schleicher is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with W&S Advisory Services, LLC. He has worked with Western Southern Life and W&S Brokerage Services since 2008. Outside of his advisory role, Schleicher is involved in leadership and motivational speaking through Team IBB, LLC, has published an online book titled "It Starts with a Plan," teaches leadership essentials at Lake Erie College, and volunteers with the Tommy Deroia Foundation, a nonprofit focused on addiction awareness. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform and offers standalone financial planning services. The firm operates as a subsidiary of Western & Southern Financial Group and is noted for its wrap fee program focused on minor accounts, utilizing model portfolios managed by an affiliated sub-adviser.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Advisor Networks LLC and NMS Wealth Management prior to his current roles. Distler also serves as a director and chief compliance officer at Lakeridge Wealth Management. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on fundamentally driven portfolios that primarily use ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Patricia Kuhar is a financial advisor at Journey Advisory Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at TW Advisors for 10 years before joining Journey Advisory Group in 2023. Journey Advisory Group serves individual clients, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.47 billion in assets, employing a long-term investment strategy that includes strategic asset allocation and various analytical approaches, with portfolios typically managed on a discretionary basis.

Virginia O'Donnell is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Allegheny Investments since 2003. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies that emphasize diversification and ongoing portfolio monitoring.